Connecting your PSA/CRM

Sync runs as its own hosted app at sync.ottercontact.com, separate from the Mail and Connect plugins — this guide covers what you need before you get there. Anything about actually building forms or managing submissions once you're logged in is documented inside the app itself.

1. Get a license

Pick a tier on the Sync pricing page and check out — your license key shows up on your dashboard right after.

2. Sign in to Sync

Head to sync.ottercontact.com and sign in with the same account. Paste in your license key when prompted to activate it.

3. Connect your PSA or CRM

Choose ConnectWise, Autotask, or HaloPSA under Settings, and enter that system's connection details (API credentials and base URL for ConnectWise; the equivalent for Autotask/HaloPSA). Your plan determines how many PSA/CRM connections you can have active at once. Zoho isn't available as a connection option yet.

4. Build your first form

Use Sync's built-in form builder to create a form and map its fields to your PSA or CRM — see Building a form and Field mapping & fixed defaults.

Need help?

Contact us for anything about licensing or billing on this site. For help inside the Sync app itself, use its in-app support link.